Responsibilities & Qualifications
Responsibilities
Generate and analyze Life Communications reports covering agent and life phone activity
Identify and develop new reports or update existing ones based on evolving business needs
Ensure data accuracy and validate the integrity of reports and underlying information
Communicate key findings, trends, and issues to senior management identified during report analysis
Prepare and deliver reports, presentations, and briefings for senior leadership as needed
Maintain comprehensive knowledge of company products, policies, regulatory updates, and areas of regulatory risk
Protect the company's authority to do business by complying with legal and ethical standards, policies and procedures
Communicate effectively with both internal teams and external stakeholders
Collaborate with cross-functional departments
Troubleshoot reporting issues and provide support to team members as needed
Perform User Acceptance Testing (UAT) to ensure applications meet business and user requirements
Develop and maintain documentation for procedures, report criteria, testing, and validation processes
Qualifications
Required Skills
1 – 3 years of experience as a Business Analyst or Data Analyst
Foundational knowledge of SQL, database design, Power BI/Tableau, and Excel, including experience writing queries, building/maintaining reports, and turning data into clear, actionable insights.
Familiarity with Genesys Cloud is a plus
Familiarity with Lean Six Sigma methodologies is a plus
Experience with Generative/Agentic AI is a plus
Bachelor’s degree in Business, Information Systems, or a related field, or equivalent professional experience
Proven ability to collaborate effectively with programmers, coordinators, technical support teams, management, and third-party vendors
Strong written and verbal communication skills
Excellent organizational and time management skills, with the ability to work independently and manage multiple tasks, projects, and systems simultaneously
FLSA status
This position is exempt (not eligible for overtime pay)
Yes
Our Benefits
Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
